Connect Clientary and WellnessLiving

Both apps 30Clientary 17WellnessLiving 13

• Trigger
  New Expense

  Triggers when a new expense is recorded in your Clientary account during the current fiscal year.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search.

• Trigger
  New Staff

  Triggers when a new staff user is added to your Clientary account.

• Action
  Add comment

  Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved.

• Action
  Add contact

  Creates a new contact (an individual person) under an existing Clientary client.

• Action
  Add contract

  Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers.

• Action
  Add proposal

  Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers.

• Action
  Add retainer

  Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices.

• Action
  Client

  Creates a new client in Clientary with its name, address, tax id, website and description.

• Action
  Create Estimate

  Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items.

• Action
  Create Invoice

  Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items.

• Action
  Create Lead

  Creates a new lead (a prospective client) in Clientary.

• Action
  Create Task

  Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member.

• Action
  Expense

  Creates a new expense in Clientary, optionally assigned to a client or project.

• Action
  Get client

  Returns a single Clientary client by its ID, including its contact and address details.

• Action
  List comments

  Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first.

• Action
  Update contract

  Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first.

• Trigger
  New Client

  Triggers when a new active client appears in a WellnessLiving business; delivers the client's user key.

• Action
  Add to Client Group

  Adds a WellnessLiving client to a client group.

• Action
  Create Lead Profile

  Creates a new lead or client profile in a WellnessLiving business and returns its user key.

• Action
  Get Appointment

  Returns the details of a WellnessLiving appointment: its date, duration, location and service.

• Action
  Get Client

  Returns a WellnessLiving client's name, email address and profile photo.

• Action
  List Client Debts

  Returns the outstanding client debts of a WellnessLiving business within a date range.

• Action
  List Client Groups

  Returns the client groups defined in a WellnessLiving business.

• Action
  List Client Purchases

  Returns the items a WellnessLiving client has purchased, such as passes, memberships and packages.

• Action
  List Locations

  Returns the locations of a WellnessLiving business, with each location's name, address and contact details.

• Action
  List Staff Members

  Returns the staff members of a WellnessLiving business.

• Action
  Remove From Client Group

  Removes a WellnessLiving client from a client group.

• Action
  Search Class Sessions

  Returns the class sessions a WellnessLiving business has scheduled within a date range.

• Action
  Update Client Profile

  Updates one system or custom profile field on a WellnessLiving client.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.